See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,943 | $88,707+93.8% | $74,183+131.8% | $273,961-37.2% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | 12.74% | 11.94%+0.8pp | 17.74%-5.0pp | 41.45%-28.7pp |
| Employer contribution / active EE | $2,854 | $3,159-9.7% | $2,370+20.4% | $4,869-41.4% |
| Participant deferral / active EE | $7,892 | $4,212+87.4% | $3,550+122.3% | $5,287+49.3% |
| Admin fee / account holder | $4,599 | $8,717-47.2% | $5,586-17.7% | $10,132-54.6% |